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Trading for 2 years

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About SMC Advisers

Since its formation in 1996, SMC Advisers, formerly SMC Accountants, of Nelson Bay has been providing our clients with a broad range of services including accounting and taxation, business advisory and financial planning services including wealth creation, superannuation, retirement strategies and aged care. We aim to partner with you and be relied on as a contributing factor to your success. We are highly- educated accountants, business consultants, financing and tax specialists and financial advisers. We offer Leasing and Lending services for our clients. With access to a large panel of approved lenders, a pre-approval application can give you peace of mind when shopping for your new property, vehicle or equipment. We offer services to clients all over Port Stephens, Newcastle & the Hunter. Like us on Facebook for regular Finance & Accounting updates including legislation changes and links to our publications. SMC Financial Advisers Pty Ltd (ABN 40 100 223 130) trading as "SMC Advisers" provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants� are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited. SMC Financial Advisers Pty Ltd (ABN 40 100 223 130) trading as 'SMC Advisers' is a Credit Representative of Finconnect.

Products

  • Xero

  • MYOB

  • Reckon

Services

  • Accounting and Taxation Services

  • New Company Formation

  • Business Services & Advisory

  • GST advice, BAS and IAS preparation and lodgement

  • SMSF Management

  • SMSF Loans and Limited Recourse Borrowing Arrangements (LRBA)

  • Financial Planning

  • Wealth Protection and Risk insurance (e.g. Life, Total & Permanent Disability(TPD), income Protection, Trauma)

  • Pre and post retirement planning

  • Financial modelling

  • Investment strategies (e.g. Risk Profiling for suitable strategy selection, Shares, Managed Funds, Property, Gearing, etc.)

  • Leasing & Lending

  • Home and investment loans

  • Refinancing home and investment loans

  • Vehicle and equipment finance

  • Business loans and financing

  • Taxation

  • Accredited Aged Care Specialists

  • Mortgage Brokers

  • Authorised Representatives of Count

  • Wealth Protection

  • Self-managed Super Funds

Reviews

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J

J

7 years ago

We have all our financials taken care of here from tax to our wealth portfolio, amazing team and very professional helpful in every way possible, working to our further retirement and making sure we are ready and comfortable with it highly recommend going in and having a chat and building wealth for comfort.

Location

7B/10 Yacaaba St, Nelson Bay NSW

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Licences

  • Authorised representatives of Count, AFSL #227232

  • Credit Representative of Finconnect, ACL #385888

  • Fellow of the Institute of Public Accountants (IPA)

SMC Advisers

4